Intermediate
Creating Effective Leadership Gift Strategies
Diane Crane, Spears School of Business, Oklahoma State University Foundation
Course Length: 1 hour 28 minutes
NEW! Prospect research and field research, when combined with creative thinking and empathy for the prospect, are key ingredients in an effective solicitation strategy for leadership gift prospects. This session will begin with a look at the core prospect data that is most relevant in developing a strategy, examine ways of creatively developing strategies and include hands-on exercises from real-life case studies. Ways of tracking data online and reporting on actions steps will also be discussed. Order now >>
Research-Driven Prospect Portfolios
Briana Cons and Sandra Campero, Arizona State University Foundation
Course Length: 1 hour 11 minutes
NEW! The presenters will share award-winning model for identifying prospects with the greatest capacity. Learn about opportunities that surfaced and led to the development of a newer model working with philanthropic screening to reveal more potential beyond wealth screening. Order now >>
Leading Fundraiser Performance with Metrics
Jennifer Shultz, Southern Methodist University
Course Length: 46 minutes
The partnership with fundraising management is the key to increasing your organization’s performance. By forming an alliance, you can provide useful and easy to understand data and charts that will help management determine where their fundraising staff are spending their time and energy. Your partnership and data will influence the future of fundraising at your organization. Order now >>
Qualifying Major Gift Prospects in the Field
Andrew Brown, The Hill School
Course Length: 1 hour
Once prospect research has identified and rated new prospective donors, fundraising staff must take action to actually field qualify and confirm the viability of those prospects. Qualification includes affirming the prospect’s relationship to and feelings about the organization, their interest in being involved as a volunteer or donor, and their financial ability to make a major gift. In this session, a successful field officer relays his experiences and techniques for reviewing newly identified prospects, making cold calls, getting the appointment and quickly evaluating and qualifying prospects. Learn how the insights gained from field qualification efforts can be incorporated into the research profile and moves management system and how fundraisers and researchers work together in this important early stage of fundraising. Order now >>
Essential Components of Relationship Tracking Systems
Cara Anderson Rosas, University of Florida Foundation; Audrey Geoffroy, University of Florida Foundation
Course Length: 52 minutes
On-demand Webcast will define relationship tracking, its theory and practice using the University of Florida as a case studing. The relationship tracking system coordinates the cultivation, solicitation and stewardship of the University’s constituents and enables development officers to manage individual caseloads and demonstrate their accountability. Learn how the system at UFF allows officers to create an online action plan for a prospect and to monitor progress through that plan. Order now >>
Effective Relationship Management Systems
Lisa Howley, Johns Hopkins Institutions
Course Length: 55 minutes
Relationship management is important to the health and growth of fundraising organizations — today more sophisticated prospect management systems are necessary. For prospect management or research staff, this frequently means creating a new system or refining an existing one. System development can get mired in an "everything but the kitchen sink" approach, creating an overly complex system that often misses the mark. The Webcast demonstrates how clear framework for developing effective relationship management systems is achieved by focusing on identified desired outcomes. Methods discussed are how to evaluate process, policy and database needs — including how to audit current operations for strategic planning purposes. Order now >>